questionnaire - vwm wealth · please complete this questionnaire as comprehensively as possible....
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W E A LT H PL A N N I NG
QUESTIONNAIREEXPENDITURE
Strictly Private & Confidential
Client
For official use only
Client Reference Investment Manager
Financial Planner
Strictly Private & Confidential
Important: Please use ANNUAL figures.Current Lifestyle - The purpose of this column is to help you identify your present standard of living. It is important to list theannual figures as accurately as possible as they will be used to establish whether currently your income exceeds your expenditure- and if so, by how much.Survivor’s Lifestyle - The annual figure entered under this heading should indicate your partner and children’s likely cost ofliving, had you died yesterday.Desired / Later Life - Indication of the likely expenditure in retirement, or any other scenario you would like to have modelledfor example if downsizing, moving home, selling a business etc.
Please complete this questionnaire as comprehensively as possible. The more we know about you the better placed we’ll be to provide you with the best possible advice.
Personal Details You Your Spouse/Partner
Full Name
Housekeeping Expenses
Total Housekeeping Expenses
Current Lifestyle Survivor’s Lifestyle
Electricity
Gas/Oil/Solid Fuel
Water Rates
Council Tax
Home Telephone
Repairs & Renewals
Garden/Gardener/Plants etc
Help in House
House & Contents Insurance
TV Licence
Sky/Digital TV/Satellite
Alarm
Internet
Housekeeping/Food etc
Wines & Spirits
Laundry & Dry Cleaning
Pet Foods
Holiday Home Expenses
Any Other Expenses
£ £
Personal Expenses
Total Personal Expenses
Current Lifestyle Survivor’s Lifestyle
Own Clothing & Footwear
Partner’s Clothing & Footwear
Cigarettes & Tobacco
Eating Out
Christmas & Birthday Presents
Holidays
Subscriptions (Excluding Road Recovery)
Sports/Hobbies
BUPA/PPP/WPA Health Insurance
Mobile Phones
CDs/Books/Newspapers
Other Misc. Spending Money
Gifts to Charities
Travelling expenses other than Motoring
Other Personal Expenses
£ £
Desired/Later Life
Desired/Later Life
£
Desired/Later Life
£
Motoring Expenses
Total Motoring Expenses
Current Lifestyle Survivor’s Lifestyle
Own Car Tax
Own Car Insurance
Petrol & Oil
Servicing & Repairs
Road Recovery (AA/RAC)
Annual Depreciation
Partner’s Car Tax
Partner’s Car Insurance
Partner’s Petrol & Oil
Partner’s Servicing & Repairs
Partner’s Road Recovery (AA/RAC)
Partner’s Annual Depreciation
£ £
Investment & Life Assurance
Total Investment & Life Assurance
Current Lifestyle Survivor’s Lifestyle
Life Assurance Premiums
Bond & Endowment Premiums
Pension Contributions
Regular Saving in Building Society
Regular Saving in ISAs etc
Critical Illness Policy Regular Premiums
Regular Saving in Other Investments
Other Insurance
£ £
Professional Fees
Total Professional Fees
Current Lifestyle Survivor’s Lifestyle
Accountant’s Fees (non business)
Dentist’s Fees
Doctor’s Fees/Prescriptions
Financial Planner’s Fees
Optician’s Fees
Osteopath/Chiro Fees
Veterinary Surgeon’s Fees
£ £
Cost of Servicing Debt
Total Cost of Servicing Debt
Current Lifestyle Survivor’s Lifestyle
Mortgages/Loans
Bank Charges
Maintenance Payments
Credit Cards
£ £
Desired/Later Life
£
Desired/Later Life
£
Desired/Later Life
£
Desired/Later Life
£
Your signature
Please use this space for additional information, or information you think may be relevant
Date
Spouse/Partnersignature
Date
Children& Grandchildren Expenses
Total Children& Grandchildren Expenses
Current Lifestyle Survivor’s Lifestyle
Childcare/Baby Sitting Expenses
Clothing & Footwear
Pocket Money/Allowances
Education Expenses/School Fees
University Expenses/Fees
Other Children Expenses
£ £
OVERALL SUMMARY
TOTAL ANNUAL EXPENDITURE
Current Lifestyle Survivor’s Lifestyle
HOUSEKEEPING EXPENSES
PERSONAL EXPENSES
COST OF SERVICING DEBT
MOTORING EXPENSES
INVESTMENT & LIFE ASSURANCE
PROFESSIONAL FEES
CHILDREN & GRANDCHILDREN EXPENSES
£ £
Desired/Later Life
£
Desired/Later Life
£
VWM Wealth Planning95 Douglas Street, Glasgow, G2 4EUT 0141 229 4004 E [email protected]
WWW.VWMWEALTH.COM
VWM Wealth is a trading name of VWM Consulting Ltd which is authorised and regulated by the Financial Conduct Authority. SC 216348
Data Protection: We undertake to comply with the Data Protection Act 1998 in all our dealings with your personal data. All personal information you provide us with will be treated as confidential.